How we work with you

Benchmark does two things: we keep your numbers right, and we use them with you to make the clinic worth more. Here is what that looks like month to month, what is yours to do, and how the pieces fit.

Three steps, in order

Step	What happens	What you keep
1. The 10-Day Sprint $1,000 one time, covers the sprint only. No setup fee	Days 1 to 3, numbers straight: systems connected, your bookkeeper's close reviewed, your first scorecard. Days 4 to 8, leaks found in all seven places (Finance 6), each with a dollar figure, and a compliance check against your state's rules (Operations 5). Day 10, the read: a 30 minute call on what the numbers say, the three biggest leaks, and the 90 day plan.	The leak report, your compliance check, your first scorecard, a 90 day plan. Yours to keep whether or not you continue.
2. The monthly scorecard	Your bookkeeper's close reviewed every month, or the books kept and closed by us with the bookkeeping add-on (Finance 4). The four page scorecard on business day ten, with the read: wins, risks, next moves.	Clean, closed months that a lender or a buyer can rely on, and a record of every decision.
3. Your plan $2,299, $2,899 or $3,899 a month by revenue; over $3M, contact us	One plan, priced by trailing twelve month revenue (up to $1M, $1M to $2M, $2M to $3M; over $3M, contact us and we scope it with you). Every size gets the scorecard and a monthly cash flow statement after every close (where the cash went, and when the clinic can carry a device, a hire or a second room), the client area, a written monthly plan, at least one growth initiative executed with you every month (the goals page tracks it week by week), a cash forecast, the value tracker and your bookkeeper, CPA and attorney coordinated. Plus a monthly 45 minute owners' group call on Zoom, and an owners only chat coming soon. The services are the same for every client; only the fee changes with size.	A clinic that runs on numbers, and a growing list of initiatives done, each with its result recorded.

How the money works. The 10-Day Sprint is $1,000, one time, and covers the sprint only. On day 10 you decide whether to continue. If you do, the plan starts right after, from $2,299 a month, with no setup fee: we build your portal, renegotiate the contracts and lock in the savings, and run the plan with you. Three months minimum, month to month after that; twelve months locks your rate. Bookkeeping is an add-on at $899 a month; if you keep your own bookkeeper, we review their close every month and build the scorecard from it. Books months behind are a one-time catch-up from $2,500, then $899 a month if we keep them.

Alongside any plan: a website built in house (Marketing 1), exit preparation (Advanced 6), brand and marketing rebuilds, opening a new location (Operations 10), hiring and provider pay plans (Operations 8), competitive intelligence (Marketing 6), and AI tools for the front desk (Operations 9). Ask and we quote it.

What we do, what you do

Benchmark

Review your bookkeeper's close every month, or code the bank feeds, reconcile every account and close the month with the bookkeeping add-on
Build the scorecard and write the read
Find the leaks, negotiate the contracts, cancel the software
Execute growth initiatives with you every month: memberships, pricing, provider pay, rebook, the funnel
Keep the books the way a buyer will want to read them
Coordinate with your CPA, payroll provider and attorney
Answer questions within one business day

You

Read the scorecard on business day ten and ask about anything
Photograph receipts the day you spend
Never move money to a personal account outside payroll without telling us
Count inventory at month end (Operations 3)
Make the decisions; we bring the options and the numbers

Why us

Nate LaBombard advised on $750M+ of healthcare deals as an investment banker at Baird and Stout. He has built the data packs buyers dig through, helped write the books they read, and sat in the meetings where buyers question management. He runs every Benchmark engagement himself. That is the lens on everything in this library: what does a buyer pay for, and what do they punish.

Questions are included. A vendor invoice, a hire, a price change, a decision you are weighing: part of the fee, not billed separately. Email anything that should be written down; text anything quick.

Educational material from Benchmark Advisors, not tax, legal, medical or investment advice, and not a promise of any result. The sample clinic and its figures are invented. Rules differ by state and change; confirm anything that matters with your CPA, your attorney and your state board. Full disclaimers.